Ace investor Ashish Kacholia has added adcounty media India to his investment portfolio, acquiring a 2.89% stake in the digital advertising solutions provider during the December-ended quarter. The strategic investment comes as the SME stock experiences a significant correction from its post-listing highs.

Stock Performance and Market Journey

Adcounty Media India made its market debut on BSE on July 4 and quickly became a multibagger stock. The company's remarkable market performance can be summarized in the following table:

The stock achieved its lifetime high of ₹282.00 within less than two months of listing, representing a remarkable 232% surge from the issue price. However, the stock has since witnessed a sharp correction of 60% and hit a low of ₹100.00 on December 31.

IPO Details and Market Reception

Adcounty Media India's public offering was entirely a fresh issue, raising ₹50.69 crore through the issuance of 59.63 lakh shares. The IPO, which opened on June 26 and closed on July 1, attracted healthy demand across all investor categories.

The anchor book witnessed robust participation, with the company successfully raising ₹14.33 crore from anchor investors ahead of the public issue.

Business Operations and Technology

Adcounty Media operates as a BrandTech company, providing comprehensive digital advertising solutions to its clients. The company's service portfolio includes:

• Programmatic advertising solutions
• Search engine optimization (SEO) services
• Social media campaign management
• Performance marketing through CPC, CPA, CPL, and CPI models

The company has developed proprietary advertising technology through its in-house tool BidCounty, which supports automated ad campaigns and enhances operational efficiency.

Financial Performance

Adcounty Media India demonstrated strong financial growth in FY25, reporting impressive year-on-year improvements:

The company's robust financial performance, with a 66% year-on-year jump in net profit to ₹13.75 crore on a revenue base of ₹69.58 crore, reflects its strong operational execution and market positioning in the digital advertising space.

Recent Market Activity

The stock gained 5% in recent trading, reaching the day's high of ₹113.60. Kacholia's stake acquisition during the October to December quarter occurred when the stock was experiencing a correction phase, though the specific purchase price remains undisclosed. Despite the significant correction from its peak, the stock continues to trade 25% above its IPO price, indicating sustained investor interest in the digital advertising solutions provider.

Adcounty Media India Limited, a prominent player in the advertisement, digital marketing, and media services sector, has initiated a significant move to increase the remuneration of its key executives. The company has announced a postal ballot seeking shareholder approval for a substantial 150% hike in executive director compensation.

Proposed Remuneration Increase

The company plans to raise the monthly remuneration for four key directors from Rs. 2,00,000 to Rs. 5,00,000. This proposed increase applies to:

1. Mr. Aditya Jangid - Chairman and Joint Managing Director
2. Mr. Chandan Garg - Joint Managing Director
3. Mr. Abbhinav Rajendra Jain - Whole-Time Director & CFO
4. Mr. Delphin Varghese - Whole-Time Director

Voting Process and Timeline

Shareholders will have the opportunity to voice their opinion on this matter through a remote e-voting process. The key dates for this process are as follows:

• E-voting Period: November 22, 2025, to December 21, 2025
• Results Declaration: By December 23, 2025

Company Performance and Justification

The company's decision to propose this significant pay hike comes in the context of its recent financial performance. As per the financial data provided:

Adcounty Media has shown growth in total income and profitability over the past three years, which may be seen as a justification for the proposed remuneration increase.

Executive Profiles

The four executives for whom the pay hike is proposed bring significant experience and expertise to their roles:

• Mr. Aditya Jangid: Over 23 years of experience in financial oversight, content strategy, and programmatic advertising.
• Mr. Chandan Garg: More than 21 years of experience in the IT and digital media industry.
• Mr. Abbhinav Rajendra Jain: Over 10 years of experience in Mobile Advertising and BFSI sectors.
• Mr. Delphin Varghese: 14+ years of experience in Media Planning, Buying & Selling, and Campaign Management.

Shareholder Considerations

As the company seeks approval for this substantial increase in executive compensation, shareholders will need to consider various factors, including:

1. The company's financial performance and growth trajectory
2. The executives' roles in driving this growth
3. Industry standards for executive compensation
4. The long-term impact on the company's finances

The outcome of this postal ballot will be closely watched, as it represents a significant decision point for Adcounty Media India Limited's governance and compensation structure.